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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-29 |
| CA | RA | APPROVED | 2026-01-23 |
Branch Locations
3027 Townsgate Road, Suite 250, Westlake Village, CA 91361 • United States
Clearwater, FL • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-23 |
| CA | RA | APPROVED | 2022-06-17 |
Branch Locations
Clearwater, FL • United States
3027 Townsgate Road Suite 250, Westlake Village, CA 91361 • United States
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Financial Consultants, Inc | Westlake Village | CA | 08/2012 | 01/2023 |
| Triad Advisors Llc | Norcross | GA | 02/2015 | 06/2022 |
| Creative Planning Institutional Advisors, Llc | Newport Beach | CA | 06/2022 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2022 | 01/2026 |
| Creative Planning, Llc | Westlake Village | CA | 01/2026 | Present |
NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 07/2018 APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 3 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-16 |
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